Anyone choosing between a cloud provider vs local specifically for an LLM has likely noticed this already.
Anyone interpreting this as "Altman wants to take DRAM away from me" or "Altman doesn't understand use case X Y or Z" is just strawmanning.
The most honest interpretation of the quote in the article (if you actually read it) is he says:
1. There's a problem which is the shortage
2. People assume the solution to the problem is just everyone has local inference
3. That won't work because if everyone has local inference there's actually a worse problem because it's less efficient (idle time, partial batch sizes etc) so we'd need even more compute
There's nothing that even remotely suggests he wants to do something nefarious from this quote. If you hate him, find a better reason like the weird cornea scanning cryptocurrency ideas.